Best Way To Create A Multi-Day Follow-up Schedule?
Aug 24, 2018 10:40 PM
Dear Savvy Sales & CRM Users,
For every new contact I create, I follow the same follow-up schedule:
Day 1: Send an email.
Day 3: Make a follow-up call.
Day 7: Make another follow-up call.
Day 10: Send a "Just Touching Base" email.
Day 30: Send another "Just Touching Base" email.
Every 90 days thereafter: Send a "Just Touching Base email.
It's the same schedule for every contact. I'm adding new contacts frequently, and each contact goes through the steps above based on the day I created it.
Please give your opinion on the best way to set things up so that I'm automatically reminded to follow-up with each contact on the appropriate day (Day 3, Day 7, Day 10, etc.).
I use the free Sales & CRM version. So using sequences is not an option.
BTW, if a contact becomes a lead at some point in the process, I move it to the "Deals" section and work it from there. Otherwise, I keep following up with each contact every 90 days.
Thank you so much for your advice!